YSWY

Yesway, Inc. delivered strong Q2 '26 revenue growth of 36% y/y, driven by fuel sales, but GAAP EPS missed estimates significantly. YSWY's management raised FY26 Adjusted EBITDA guidance to $235m–$245m, reflecting confidence in operational improvements despite anticipated fuel margin normalization. Store expansion remains limited, with a focus on quality over quantity and operational efficiency, including SKU rationalization and loyalty monetization initiatives.

Yesway NASDAQ: YSWY reported record second-quarter results and raised its full-year adjusted EBITDA outlook, citing higher fuel margins, growth in fuel volumes and continued expansion in inside merchandise sales.

Achieved record Store Contribution, driven by increases in fuel margin and inside merchandise margin from same-store sales and increases in fuel gallons and inside merchandise sales from new stores

Company to Host Conference Call and Webcast on August 13, 2026, at 8:30 a.m. ET Company to Host Conference Call and Webcast on August 13, 2026, at 8:30 a.m. ET

Yesway was built by Brookwood Financial Partners, a PE firm, and scaled fast through the 2019 Allsup's acquisition. Gas station aggregation is happening as smaller, family-owned stores sell to bigger, better-capitalized players, and Yesway is positioned to keep buying into that trend. YSWY offers 57% short-term upside as it rerates to Murphy-level valuations and long-term potential for the share price to quadruple to $80 as it grows into a Casey's-like valuation.

Yesway joins more than 100 convenience retailers and suppliers in record-breaking industry show of appreciation with free coffee, meals and more FORT WORTH, Texas, July 23, 2026 /PRNewswire/ -- On Friday, July 24, the U.S. convenience store industry will unite for the eighth annual 24/7 Day, a nationwide celebration recognizing everyday heroes, including first responders, EMTs, doctors, nurses, 911 professionals, and American Red Cross volunteers, who selflessly serve their communities around the clock.  Yesway, Inc. (Nasdaq: YSWY), one of the fastest-growing convenience store chains in the United States, with Yesway and Allsup's stores located in Texas, New Mexico, South Dakota, Iowa, Kansas, Missouri, Wyoming, Oklahoma, and Nebraska, proudly announces its participation.

Yesway Launches Summer of America Promotion Featuring Rewards Offers, Instant-Win Prizes, a 2026 Ford F-150 Lariat Giveaway , and Free Fuel for a Year FORT WORTH, Texas, June 24, 2026 /PRNewswire/ -- Yesway Inc. (Nasdaq: YSWY), one of the nation's fastest-growing convenience store operators, today announced the launch of its Summer of America promotion at participating Yesway and Allsup's stores. Created to celebrate America's 250th birthday, the summer promotion offers customers savings, Rewards-exclusive deals, instant-win prizes, fuel discounts, and two extraordinary sweepstakes opportunities designed to keep customers winning all season long.

BEVERLY, Mass., June 9, 2026 /PRNewswire/ -- Brookwood Financial Partners, LLC ("Brookwood"), a U.S.-based private equity real estate investment firm, today celebrates that Yesway, a company Brookwood sponsored, founded, capitalized, and helped build, became a publicly traded company listed on The Nasdaq Global Select Market on April 21, 2026.

Yesway, Inc. (YSWY) Q1 2026 Earnings Call Transcript

Yesway NASDAQ: YSWY reported record first-quarter results in its first earnings call as a public company, with management citing strong fuel margins, higher merchandise sales and improved cost controls as key drivers of profitability.